Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide high-level admin support to Financial Advisers and manage client documentation.
- Company: Join a respected, independent financial planning firm in Reading.
- Benefits: Salary up to £35,000, 25 days holiday, and full benefits package.
- Why this job: Be part of a dynamic team where your contributions are valued and supported.
- Qualifications: Previous IFA experience and Diploma Level 4 (or working towards it) required.
- Other info: Flexible working hours and opportunities for professional development.
The predicted salary is between 30000 - 35000 £ per year.
Location: Reading
Salary: £30,000 - £35,000 (DOE)
Job Type: Full-time, Permanent, On-site
Start Date: Immediate
Are you an experienced IFA Administrator ready to take the next step in your career? We are working with a fully independent, professional financial planning firm based in Reading, who are looking for a driven and capable Senior IFA Administrator to join their growing team.
Key Responsibilities
- Provide high-level administrative support to Financial Advisers
- Manage and process client documentation and reports
- Maintain accurate records using Intelligent Office (IO)
- Liaise with providers and clients to ensure smooth operations
- Support client meetings and uphold a solicitor-level standard of professionalism
About You
- Previous experience in an IFA or financial planning firm is essential
- Diploma Level 4 qualified (or working towards it)
- Strong knowledge of IO, CashCalc, Voyant, Octopus, Aviva, and other key platforms
- Professional, articulate, and committed to delivering exceptional client service
- Eager to contribute to a collaborative, high-quality team
What's on Offer
- Salary up to £35,000 depending on experience
- 25 days holiday + bank holidays
- Full benefits package (pension, life cover, dental, healthcare full details on company website)
- Full CPD, exam support, and training after 6-month probation (reimbursement available if self-funded before)
- Flexible working hours (no remote working for admin / paraplanners)
Join a small, dynamic team of professionals where your development is supported, and your contribution is valued. If you're ready to roll up your sleeves and grow within a respected, client-first firm, we'd love to hear from you.
Senior IFA Admin in Reading employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Admin in Reading
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for a Senior IFA Admin role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of Intelligent Office and other key platforms mentioned in the job description. Show us that you're not just familiar with them, but that you can use them effectively to support Financial Advisers.
✨Tip Number 3
When you get an interview, be ready to discuss how you've delivered exceptional client service in the past. We want to hear about specific examples where you've gone above and beyond to ensure client satisfaction.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us that you're genuinely interested in joining our team.
We think you need these skills to ace Senior IFA Admin in Reading
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior IFA Administrator role. Highlight your previous experience in an IFA or financial planning firm and any relevant qualifications, like your Diploma Level 4. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your strong knowledge of platforms like Intelligent Office and your commitment to exceptional client service. Let us know what makes you tick!
Showcase Your Professionalism: Since this role requires a solicitor-level standard of professionalism, make sure your application reflects that. Use clear, concise language and check for any typos or errors. We appreciate attention to detail, so let’s see that in your written application!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy – just follow the prompts and submit your materials!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of Intelligent Office and other key platforms mentioned in the job description. Being able to discuss how you've used these tools in previous roles will show that you're ready to hit the ground running.
✨Showcase Your Experience
Prepare specific examples from your past work in IFA or financial planning firms. Highlight situations where you provided exceptional client service or managed complex documentation, as this will demonstrate your capability for the Senior IFA Administrator role.
✨Practice Professionalism
Since the role requires a solicitor-level standard of professionalism, practice your communication skills. Conduct mock interviews with friends or family, focusing on articulating your thoughts clearly and confidently.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client service and team collaboration. This not only shows your interest in the role but also helps you gauge if the company culture aligns with your values.
